FG
Fiduciary Group’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.6M | Sell |
43,856
-276
| -0.6% | -$98K | 1.47% | 15 |
|
2025
Q1 | $15.5M | Buy |
44,132
+95
| +0.2% | +$33.3K | 1.55% | 14 |
|
2024
Q4 | $13.9M | Sell |
44,037
-616
| -1% | -$195K | 1.4% | 16 |
|
2024
Q3 | $12.3M | Sell |
44,653
-300
| -0.7% | -$82.5K | 1.24% | 19 |
|
2024
Q2 | $11.8M | Sell |
44,953
-195
| -0.4% | -$51.2K | 1.27% | 18 |
|
2024
Q1 | $12.6M | Sell |
45,148
-490
| -1% | -$137K | 1.37% | 17 |
|
2023
Q4 | $11.9M | Sell |
45,638
-1,495
| -3% | -$389K | 1.39% | 17 |
|
2023
Q3 | $10.8M | Sell |
47,133
-284
| -0.6% | -$65.3K | 1.38% | 18 |
|
2023
Q2 | $11.3M | Sell |
47,417
-648
| -1% | -$154K | 1.38% | 19 |
|
2023
Q1 | $10.8M | Sell |
48,065
-440
| -0.9% | -$99.2K | 1.41% | 18 |
|
2022
Q4 | $10.1M | Sell |
48,505
-434
| -0.9% | -$90.2K | 1.34% | 17 |
|
2022
Q3 | $10.1M | Buy |
48,939
+1,189
| +2% | +$244K | 1.3% | 22 |
|
2022
Q2 | $10.1M | Buy |
47,750
+1,047
| +2% | +$221K | 1.26% | 23 |
|
2022
Q1 | $9.19M | Buy |
46,703
+58
| +0.1% | +$11.4K | 1.21% | 24 |
|
2021
Q4 | $10.1M | Buy |
46,645
+1,580
| +4% | +$342K | 1.12% | 27 |
|
2021
Q3 | $10.4M | Buy |
45,065
+1,175
| +3% | +$272K | 1.19% | 26 |
|
2021
Q2 | $10.4M | Buy |
43,890
+841
| +2% | +$199K | 1.2% | 25 |
|
2021
Q1 | $10.1M | Buy |
43,049
+993
| +2% | +$232K | 1.22% | 23 |
|
2020
Q4 | $8.86M | Buy |
42,056
+616
| +1% | +$130K | 1.17% | 24 |
|
2020
Q3 | $8.29M | Buy |
41,440
+1,287
| +3% | +$257K | 1.25% | 23 |
|
2020
Q2 | $7.76M | Sell |
40,153
-702
| -2% | -$136K | 1.29% | 23 |
|
2020
Q1 | $6.58M | Buy |
40,855
+1,847
| +5% | +$298K | 1.29% | 23 |
|
2019
Q4 | $7.33M | Buy |
39,008
+2,189
| +6% | +$411K | 1.17% | 27 |
|
2019
Q3 | $6.33M | Buy |
36,819
+212
| +0.6% | +$36.5K | 1.11% | 29 |
|
2019
Q2 | $6.35M | Buy |
36,607
+78
| +0.2% | +$13.5K | 1.14% | 24 |
|
2019
Q1 | $5.71M | Buy |
36,529
+8
| +0% | +$1.25K | 1.06% | 29 |
|
2018
Q4 | $4.82M | Buy |
36,521
+464
| +1% | +$61.2K | 1% | 29 |
|
2018
Q3 | $5.41M | Sell |
36,057
-393
| -1% | -$59K | 1.06% | 30 |
|
2018
Q2 | $4.83M | Sell |
36,450
-547
| -1% | -$72.5K | 1.02% | 32 |
|
2018
Q1 | $4.43M | Sell |
36,997
-266
| -0.7% | -$31.8K | 0.96% | 37 |
|
2017
Q4 | $4.25M | Buy |
37,263
+96
| +0.3% | +$10.9K | 0.91% | 38 |
|
2017
Q3 | $3.91M | Buy |
37,167
+1,004
| +3% | +$106K | 0.88% | 40 |
|
2017
Q2 | $3.39M | Buy |
36,163
+4,553
| +14% | +$427K | 0.78% | 45 |
|
2017
Q1 | $2.81M | Buy |
31,610
+851
| +3% | +$75.6K | 0.67% | 48 |
|
2016
Q4 | $2.4M | Buy |
30,759
+357
| +1% | +$27.9K | 0.62% | 50 |
|
2016
Q3 | $2.51M | Sell |
30,402
-686
| -2% | -$56.7K | 0.68% | 49 |
|
2016
Q2 | $2.31M | Sell |
31,088
-656
| -2% | -$48.7K | 0.64% | 49 |
|
2016
Q1 | $2.43M | Buy |
31,744
+2,977
| +10% | +$228K | 0.7% | 47 |
|
2015
Q4 | $2.23M | Sell |
28,767
-2,858
| -9% | -$222K | 0.66% | 51 |
|
2015
Q3 | $2.2M | Buy |
31,625
+3,098
| +11% | +$216K | 0.73% | 48 |
|
2015
Q2 | $1.92M | Buy |
+28,527
| New | +$1.92M | 0.6% | 56 |
|